| Lazard Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 0 | $5 | 0.00% | 0 | Unchanged |
| Plante Moran Financial Advisors, LLC | 0 | $53 | 0.00% | 0 | New |
| True Wealth Design, LLC | 1 | $330 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $660 | 0.00% | −2−50.0% | Reduced |
| Duncker Streett & Co Inc | 2 | $660 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $660 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $660 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $990 | 0.00% | −14−82.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $990 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $990 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $1.32K | 0.00% | −15−78.9% | Reduced |
| Logan Capital Management Inc | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $1.65K | 0.00% | −5−50.0% | Reduced |
| PFS Partners, LLC | 5 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $2.31K | 0.00% | −276−97.5% | Reduced |
| Gradient Investments LLC | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $2.31K | 0.00% | +1+16.7% | Added |
| TCI Wealth Advisors, Inc. | 8 | $2.64K | 0.00% | −13−61.9% | Reduced |
| PayPay Securities Corp | 9 | $2.97K | 0.20% | −7−43.8% | Reduced |
| Steward Financial Group LLC | 12 | $3.00K | 0.00% | +10+500.0% | Added |
| Versant Capital Management, Inc | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $3.96K | 0.00% | −7−36.8% | Reduced |
| Salem Investment Counselors Inc | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $4.00K | 0.00% | +12 | New |
| Northwest Investment Counselors, LLC | 13 | $4.29K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 15 | $4.93K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 15 | $4.95K | 0.00% | −1−6.3% | Reduced |
| Central Bank & Trust Co | 17 | $5.61K | 0.00% | −4−19.0% | Reduced |
| Geneos Wealth Management Inc. | 20 | $6.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $6.60K | 0.00% | +20 | New |
| Earnest Partners LLC | 21 | $6.93K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $8.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 27 | $8.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $9.57K | 0.00% | −7−19.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30 | $9.90K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 30 | $9.90K | 0.00% | +30 | New |
| Covestor Ltd | 31 | $10.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 32 | $10.6K | 0.00% | +32 | New |
| Spire Wealth Management | 36 | $11.9K | 0.00% | −2−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 37 | $12.0K | 0.00% | −4−9.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 36 | $12.0K | 0.00% | +36 | New |
| Studio Investment Management LLC | 39 | $12.9K | 0.00% | −626−94.1% | Reduced |
| Riverview Trust Co | 39 | $12.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $13.2K | 0.00% | −53−57.0% | Reduced |
| Park Place Capital Corp | 45 | $14.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 45 | $15.0K | 0.01% | +9+25.0% | Added |
| Washington Trust Co | 46 | $15.2K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 49 | $16.2K | 0.00% | −12−19.7% | Reduced |
| Anchor Investment Management, LLC | 50 | $16.5K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 56 | $18.5K | 0.00% | −7−11.1% | Reduced |
| Vigilant Capital Management, LLC | 58 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 60 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $21.0K | 0.00% | −1−1.6% | Reduced |
| TD Private Client Wealth LLC | 65 | $21.4K | 0.00% | +3+4.8% | Added |
| Quadrant Capital Group LLC | 66 | $21.8K | 0.00% | −151−69.6% | Reduced |
| Proequities, Inc. | 69 | $22.8K | 0.00% | −70−50.4% | Reduced |
| Clear Street Markets LLC | 70 | $23.0K | 0.01% | +34+94.4% | Added |
| Parkside Financial Bank & Trust | 72 | $23.8K | 0.01% | +7+10.8% | Added |
| Adirondack Trust Co | 74 | $24.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 74 | $24.4K | 0.00% | −566−88.4% | Reduced |
| Ellevest, Inc. | 80 | $26.4K | 0.00% | −214−72.8% | Reduced |
| MV Capital Management, Inc. | 80 | $26.4K | 0.00% | +59+281.0% | Added |
| Sandy Spring Bank | 87 | $28.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 90 | $29.7K | 0.01% | +90 | New |
| KB Financial Partners, LLC | 98 | $32.0K | 0.01% | −27−21.6% | Reduced |
| Twin Lakes Capital Management, LLC | 100 | $32.9K | 0.02% | +1+1.0% | Added |
| Central Trust Co | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $33.3K | 0.00% | −6−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 101 | $33.3K | 0.00% | −83−45.1% | Reduced |
| First Manhattan Co | 113 | $37.3K | 0.00% | −6−5.0% | Reduced |
| Oakworth Capital, Inc. | 123 | $40.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $41.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 125 | $42.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $44.5K | 0.01% | +50+58.8% | Added |
| Quent Capital, LLC | 135 | $44.6K | 0.01% | −1−0.7% | Reduced |
| Massmutual Trust Co FSB | 140 | $46.2K | 0.00% | +129+1,172.7% | Added |
| Cary Street Partner Investment Advisory LLC | 142 | $46.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 159 | $52.0K | 0.00% | +95+148.4% | Added |
| TD Waterhouse Canada Inc. | 149 | $52.1K | 0.00% | −67−31.0% | Reduced |
| Piershale Financial Group, Inc. | 165 | $54.4K | 0.04% | +1+0.6% | Added |
| Trust Co of Vermont | 172 | $56.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $66.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $66.0K | 0.01% | +75+60.0% | Added |
| South Dakota Investment Council | 200 | $66.0K | 0.00% | +200 | New |
| Belpointe Asset Management LLC | 202 | $66.6K | 0.00% | +19+10.4% | Added |
| Global Trust Asset Management, LLC | 213 | $70.3K | 0.03% | +213 | New |
| Huntington National Bank | 214 | $70.6K | 0.00% | +57+36.3% | Added |
| IFP Advisors, Inc | 287 | $72.6K | 0.00% | −224−43.8% | Reduced |